Booking Holdings (formerly Priceline) Message Board

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Technology Stocks : Booking Holdings (formerly Priceline)

BKNG 4,903

+0.6%

Nov 25 3:59 PM EST

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To: B. A. Marlow who wrote (1281)	5/13/1999 6:50:00 AM
From: Robert Rose	Read Replies (3) of 2743

BAM, am enjoying your posts. Can you clarify a few points? <What's more, third-parties will be putting up most of the future subsidies--in order to lower their cost of customer acquisition. If it costs EGRP $250 to acquire a marginal customer and it can snag one by subsidizing an airline ticket for $50 or $100, it wins, along with PCLN and the PCLN shopper.> How does EGRP subsidizing a PCLN airline ticket result in a new EGRP customer? <AMZN's about real estate> How so? <demand collection is pretty heady stuff and it rolls out easily to new segments. > How do you define "demand collection"? <Some have suggested that the PCLN model is the cleanest one out there--perhaps an order of magnitude better than EBAY's. > How is it cleaner than EBAY's? TIA, Rob

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